The Morgans Ballina / Byron Bay office is owner-managed, bringing a level of commitment, focus and motivation not often found in large financial planning and stockbroking groups. The team is made up of experienced and highly credentialed professionals with diverse and complementary skill sets who take pride in helping clients achieve their financial goals.
Morgans Financial Limited is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. Morgan's have been helping Australian investors with stockbroking services for over 35 years.
Qualifications & experience
University graduate who has completed, or is in final year of completing a relevant industry degree, and has commenced or commencing postgraduate studies for Diploma and / or Advanced Diploma in Financial Services
Understanding of ASIC compliance requirements for financial planning
General IT knowledge, including Intermediate level MS Word and Excel skills
Experience with COIN Software (preferred, not essential, training will be provided)
Knowledge of the Financial Services Industry
Effective prioritising skills with an ability to meet deadlines
Excellent written and verbal communication skills with attention to detail
Ability to work in a team environment and ability to build rapport with people at all levels across the business
Role & responsibilities
Financial strategy modelling using modelling software or other relevant software (including inhouse programs)